The Analytics & Data (A&D) team within Morgan Stanley Wealth Management Client Segment Group owns all the management reporting, customer and product behavior insights, and predictive modeling in support of Wealth Management, Banking, and Firmwide Marketing. The A&D Strategy team is responsible for leading, structuring, and providing the "rocket fuel" for many of the key projects within analytics. The team focuses on high-impact initiatives identified in partnership with senior executives and leaders throughout the firm.
You will engage teams across the organization to lead and execute business-impacting projects across the company. You will be responsible for managing projects including scoping, identifying major issues and actionable opportunities, and designing and implementing solutions, while providing real business and financial impact. As an VP, you will oversee multiple workstreams and will collaborate with the team to build hypotheses, analyses, and develop and implement solutions. You will build relationships with key stakeholders across the organization and will lead meetings and presentations.
This team member will join a cohort of other ambitious and passionate associates, driven by ideas and with a bias towards execution. We are looking for someone willing to think beyond traditional organizational structures and with a strong desire to experiment, build, and grow personally and professionally.
A primary focus of this role will be to oversee a program aimed at bringing the best-in class analytics and marketing practices to a unified, data driven Marketing orchestration platform working closely with WM Marketing, Machine Learning & Marketing Analytics teams.
Qualifications:
• BA/BS
• A minimum of 6 years of experience with one or more of the following:
o Management consulting firm or an internal consulting team or relevant corporate experience (strategy, transformation)
o Strategy, process improvement or reengineering efforts within an operations environment
o Financial services operations strategy or consulting
• Problem solving skills - The candidate must demonstrate the ability to identify key issues, gather data to investigate those issues and develop actionable recommendations. Given a strong fact base, the candidate should be able to defend their point of view in the face of resistance
• Analytical skills - The candidate must be highly analytical with experience in defining analytical approaches for projects and applying a range of analytical tools to synthesize insights and develop solutions. They must be able to engage with data scientists and analyst
• Project management skills - The candidate must be able to scope projects and create workable project plans. They must plan for resource requirements and should motivate and leverage available resources (both internal and potentially external consultants) to execute on work plan. The candidate must be able to meet commitments and balance competing prioritie
• Teamwork skills - The candidate must be flexible in their work style and be able to work collaboratively with others on the team
• Client management skills - The candidate must demonstrate the ability to closely partner with senior and line managers and other stakeholders on project
• Communications skills - The candidate must possess strong written and oral communication skills, including the ability to quickly adjust messages and style based on different audiences and agenda
• High proficiency in Microsoft Excel, Word, and PowerPoint
• Experience working with Marketing & Technology teams is a plu
Expected base pay rates for the role will be between 100,000 and 180,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients.
Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
